Branch Member Advocate (92771)
Company: Credit Union of Colorado
Posted on: May 7, 2022
Job Details Job Location PARKER - Parker, CO Position Type Full
Time Education Level High School Salary Range $20.68 - $24.81
Travel Percentage None Job Shift Full-time Job Category Banking
General Purpose of the Position Primarily responsible for providing
effective member service for Credit Union of Colorado members by
utilizing excellent, in-depth knowledge of company products and
services to find the best solutions for our members. A Member
Advocate is compassionate, approachable, and dedicated to enriching
the members experience with our organization. The individual in
this position is passionate about connecting with people, building
trust and providing a level of expertise that is unmatched in the
industry, by maintaining a deep knowledge of financial products and
services including deposit accounts, consumer loans, mortgage
loans, and self-service products. They must advocate for our
members in pursuit of a better outcome, always owning the member
experience to create confidence in finding the best solutions. A
Member Advocate must effectively carry out the essential duties of
this position in a manner that consistently demonstrates Credit
Union of Colorados Core Values and Services and Solutions
expectations. ESSENTIAL DUTIES AND RESPONSIBILITIES (includes the
following). May perform other duties as requested or assigned.
- Consistently build rapport, ask questions to uncover needs,
recommend solutions, educate our members about our convenient
service options, and demonstrate our here to help culture.
- Open new member accounts, service existing accounts, offer
solutions tailored to individual member needs, while safeguarding
- Maintain knowledge in all credit union programs, ensuring
exemplary service and accuracy is delivered to all members.
- Provide deposit, consumer and mortgage loan, and money
management services to members.
- Collaborate across all branches and support departments, to
always facilitate the best and most appropriate solutions for our
- Demonstrate flexibility in assuming a variety of roles and
responsibilities including, but not limited to, teller operations,
reception, consumer and mortgage loans.
- Knowledgeable and effective with all delivery channels to
include member-facing, telephone, email, video conferencing,
- Successfully complete onboarding plan and incorporate/display a
member centric approach when serving members.
- Assume responsibility for personal and professional development
through training, collaboration, and teamwork.
- Meet or exceed scorecard expectations in demonstrating
exemplary member service, accuracy, and Member Centricity
behaviors. Open and perform maintenance on accounts such as audits
and product add-ons.
- Complete branch reporting and balancing as needed.
- Assist coworkers with learning.
- Required to comply with NCUA requirements and register as a
Mortgage Loan Originator and keep a current registration in
compliance with the SAFE Act.
- Obtain and maintain Series 30, Membership Officer, Notary, and
Lending Authority as required (and as defined by CUofCOs Consumer
- Adhere to all Federal and State laws and regulations applicable
to the credit union, including but not limited to the Bank Secrecy
Act and OFAC.
- Other duties as assigned. This may include, but is not limited
to, opening and closing the branch, assisting the branch with real
estate and consumer loan closings, and representing the Credit
Union at external events.
- Responsible for compliance with the Fair and Accurate Credit
Transaction Act (FACTA), the Bank Secrecy Act (BSA) and the Anti
Money Laundering Act, including monitoring for such illegal
activity as it applies to this position. Requirements EDUCATION AND
EXPERIENCE High school diploma or general education degree (GED)
required and six months related experience working in a financial
retail environment preferred. Two to three years of direct retail
sales experience and cash handling preferred. Demonstrated
analytical, accuracy, and problem-solving skills within a work
environment. Ability to clearly and effectively communicate
verbally and in writing. OTHER SKILLS AND ABILITIES Ability to add,
subtract, multiply, and divide in all units of measure, using whole
numbers, common fractions, and decimals. Typing and data entry;
10-key calculator. Microsoft Word, Excel, and Outlook; Symitar and
DocuSign systems a plus. PHYSICAL DEMANDS While performing the
duties of this job, the employee is typically required to sit for
long periods. The employee continually is required to talk or hear.
The employee is occasionally required to stand, walk, stoop and
reach with hands and arms. The employee will occasionally lift
and/or move up to 10 pounds. Specific vision abilities required by
this job include close vision and the ability to adjust focus.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions. Core Competencies
MEMBER FOCUSED Creates trust by building relationships and actively
discovers the right solutions for Members and peers; understands
that the credit union exists as a result of Member trust and
loyalty in the organization and employees; is passionate and
dedicated to meeting the expectations and requirements of internal
and external Members. COOPERATION AND TEAMWORK Relates well to all
kinds of people; builds appropriate rapport; works harmoniously
with others; uses and understands diplomacy and tact; encourages
collaboration; seeks opinions; is candid with peers; values working
relationships. Readily puts in extra effort to accomplish important
tasks DECISION QUALITY Understands the members best interest is
first; demonstrates decisions which are based on creating the best
possible outcome for the member; makes decisions based on a mixture
of analysis, wisdom, experience, and judgment; most recommendations
and decisions turn out to be correct and accurate when judged over
time; sought out by others for advice and solutions. PROBLEM
SOLVING Uses rigorous logic and methods to solve difficult problems
creating effective solutions; is resilient and will own the
solution and the problem; can see hidden problems; is excellent at
honest analysis; looks beyond the obvious and doesnt stop at the
first answers. ACTION ORIENTED Pushes self and others to achieve
the best possible results for the Member, organization and
employees; proactively seeks out opportunities; raises hand, rather
than waits to be asked; not fearful of acting with a minimum of
planning; understands that its OK to make a mistake (fail forward).
ADAPTABLE Learns on the fly; is a relentless, versatile and an
active learner; open to change; can learn new skills and knowledge;
analyzes both successes and failures for opportunities to improve;
understands that different situations and levels may call for
different skills and approaches; works to deploy strengths; works
on compensating for weaknesses and limits. INNOVATION A cultural
mindset that supports new ideas, fosters experimentation and drives
continuous improvement to deliver member value. Combines and brings
forward ideas in unique ways to make connections between disparate
ideas; willingness to explore different lines of thought and
suggestions and try new ideas through experimentation, views
situations from multiple perspectives; brainstorms multiple
approaches/solutions to benefit members. We are an Equal
Opportunity Employer, Females/Minority/Veterans/Disabled/Sexual
Orientation/Gender Identity/Religion/National Origin
Keywords: Credit Union of Colorado, Parker , Branch Member Advocate (92771), Other , Parker, Colorado
Didn't find what you're looking for? Search again!